Workflow
大麻股一天狂飙40%!特朗普重新分类大麻危险等级消息引爆市场
美股IPO·2025-08-11 23:11

Core Viewpoint - The potential reclassification of cannabis from a Schedule I to a Schedule III drug by Trump could significantly impact the approximately $80 billion cannabis market, described as a "game changer" [2][7]. Group 1: Regulatory Changes - Trump is considering reclassifying cannabis, which is currently classified as a Schedule I drug under federal law, similar to cocaine [6]. - The reclassification would allow cannabis companies to benefit from different tax regulations and could stimulate investment interest [2][7]. - The discussion has primarily focused on moving cannabis to Schedule III, which includes substances like steroids and Tylenol with codeine [7]. Group 2: Market Reaction - Cannabis-related stocks experienced significant gains following Trump's announcement, with Canopy Growth rising over 26% and Tilray Brands soaring more than 41% [2][3]. - Cronos Group also saw a jump of over 14%, reaching a 52-week high [2]. - Many cannabis stocks are currently priced below $1 per share, meaning small price changes can lead to substantial percentage increases [5]. Group 3: Industry Sentiment - The public discussion by Trump has generated optimism within the industry, with Tilray's CEO expressing that the reclassification process may take about a year [7]. - Tim Seymour noted that bipartisan support appears to exist for changing the cannabis classification, suggesting that now may be an opportune time for investment in the sector [8].